Tammy Matatall Kevin Chung Data Analytics DWQuery Legacy

Tammy Matatall & Kevin Chung Data & Analytics DWQuery

Legacy BLISS Migrated ○ Transition from SAMS to KSAMS ○ Give a more modern feel ○ Increased Functionality ○ Users loved BLISS Data & Analytics ● Why we upgraded BLISS

Power Users Analysts/ Financial Management Processors Data & Analytics Users

● Central Office Accountant wants to find which department has spent the most in the Travel Category (Consolidation Code) for the entire campus in Fiscal Year 2019. Data & Analytics Example Use Case

Data & Analytics DWQuery

DWQuery Data & Analytics ● DWQuery now shows an autofill capability for some fields

Data & Analytics Cascading Prompts Filtering

Data & Analytics Query Selection Screen

Data & Analytics Shopping Cart

Data & Analytics DWQuery Results

Data & Analytics Load, Save, Sort, Summarize, Distinct

Top Job Title FIN ANL SR ACCOUNTANT 3 Top Orgs DIV FINANCE & ADMIN SCHOOL OF MEDICINE STUDENT AFFAIRS ADMIN ANL SR OFFICE OF INFORMATION TECHNOLOGY ADMIN ANL PRN SUPV SCHOOL OF BIOLOGICAL SCIENCES DIR MEDICAL CENTER ACCOUNTANT 4 SCHOOL OF PHYSICAL SCIENCES CLERK HENRY SAMUELI SCHOOL OF ENGINEERING ACCOUNTANT 2 EX DONALD BREN SCHOOL OF ICS ADMIN ANL OFFICE OF RESEARCH ● More than ½ of financial reporting users use DWQuery ● Adding fields/new attributes is quick Data & Analytics Some Stats

● ● ● General Ledger Balances Travel Purchasing and Accounts Payable Data & Analytics Future Data Models

● Grouping and Formatting ● Re-filtering and drill through ● For the Future: Legacy (Datawarehouse. uci. edu) ○ Not a replacement, just converting legacy data and is a snapshot ○ For future data, that should be in UCPath Data & Analytics Upcoming Features

● Dwquery. oit. uci. edu ● Mailing List: uci-dwh@uci. edu ○ Subscribe at: https: //maillists. uci. edu/mailman/listinfo/uci-dwh ● KFS Helpdesk: KFS@uci. edu Data & Analytics Any Questions?